Data Engineer

October 30

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EP Wealth Advisors

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Finance • B2C

EP Wealth Advisors is an independent, fee-only fiduciary wealth management firm that provides planning-based financial advice and investment management to individuals, families, professional athletes and family offices. The firm delivers comprehensive services — including retirement planning, estate planning, tax planning, investment and portfolio management, divorce financial planning, business planning, and family office services — through a nationwide team of CFPs, tax and estate professionals and portfolio managers, managing over $40. 5B in assets across 50+ offices. EP emphasizes personalized, objective advice and ongoing plan monitoring to help clients achieve long-term financial goals.

201 - 500 employees

💸 Finance

👥 B2C

📋 Description

• Collaborate closely with EP Wealth’s Snowflake implementation partner to design, configure, and deploy the firm’s first enterprise data platform. • Participate in architecture design sessions, technical planning, and milestone reviews with both internal stakeholders and external partners. • Develop and maintain efficient, secure, and scalable ETL/ELT data pipelines to ingest data into Snowflake. • Build and optimize Snowflake data models, schemas, and role-based access controls. • Define and enforce Snowflake best practices for performance optimization, cost management, and data security. • Support environment setup, data migration, and initial production rollout activities in coordination with the implementation partner. • Integrate data from multiple enterprise systems including CRM, portfolio management, financial planning, and custodial platforms. • Design data models and reusable ingestion frameworks that support analytics and reporting use cases. • Contribute to the development of a unified enterprise data model and metadata framework. • Collaborate with the implementation partner to align technical design with EP Wealth’s business strategy and compliance standards. • Implement data validation, monitoring, and auditing to ensure data accuracy, completeness, and reliability. • Collaborate with IT leadership to define and operationalize data governance standards. • Troubleshoot and resolve data pipeline issues while maintaining system performance and uptime. • Conduct query and warehouse optimization to ensure efficient Snowflake usage. • Work closely with data analysts and technology teams to deliver accessible, well-documented data sets. • Participate in design reviews, sprint planning, and architectural discussions with the implementation partner. • Identify opportunities to extend Snowflake functionality through features such as Snowpark, data sharing, or automation tools. • Stay informed on Snowflake’s evolving ecosystem and cloud data engineering best practices.

🎯 Requirements

• Bachelor’s degree in Computer Science, Information Systems, Data Engineering, or a related technical field. • 5+ years of data engineering experience, with direct hands-on experience in Snowflake strongly preferred. • Demonstrated success contributing to or co-delivering a cloud data platform implementation alongside external partners or vendors. • Experience building scalable data pipelines and transformations for analytics and operational reporting. • Advanced proficiency in SQL, with deep experience in Snowflake query optimization and data modeling. • Proficiency in Python or another scripting language for data processing and automation. • Experience with ETL/ELT tools and orchestration platforms (DBT, Airflow, Dagster, etc.). • Familiarity with cloud infrastructure (AWS, GCP, or Azure) and Snowflake integrations. • Experience with enterprise data integration from CRM, portfolio management, and financial planning systems (Salesforce, Tamarac, Orion, etc.). • Understanding of data governance, lineage, and observability tools. • Strong understanding of Snowflake architecture, data sharing, and multi-cluster warehouse capabilities. • Experience defining data security and access policies in regulated environments. • Ability to bridge technical and business needs through thoughtful data design and collaboration.

🏖️ Benefits

• 11 Paid Holidays + 2 floating holidays • 3 Weeks (PTO) • Paid Volunteer Time • Flexible Work Schedule • Highly subsidized Health, Dental, and Vision Plans • 401k Retirement Account with company match contributions • Free Mental Health services • Life Insurance • Long & Short-Term Disability Insurance • Flexible Spending Accounts and Health Savings Accounts • Employee Financial Education • Employee Educational Expense Reimbursement • Employee Charitable Donations • Employee Referral Incentives • Employee Team Building Activities • Employee Assistance Program